Community Health Service Agency 403(B) Plan — Form 5500 plan (Community Health Service Agency)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Community Health Service Agency 403(B) Plan is a benefit plan reported by Community Health Service Agency under EIN 75-1528614 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $2,809,253 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Health Service Agency
EIN
75-1528614
Plan number
001
Plan type
2
Location
Greenville, TX
Latest filing year
2023
Participants
183
End-of-year plan assets
$2,809,253

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241002130003NAL0008288225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,809,253
Net assets (EOY)
$2,809,253
Net assets (BOY)
$2,523,615

Income & contributions

Employer contributions
$87,841
Participant contributions
$214,246
Total contributions
$302,087
Total income / additions
$675,627

Expenses & distributions

Benefits paid
$377,076
Administrative expenses
$12,913
Total expenses
$389,989
Net increase / (decrease)
$285,638

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$12,963$02023
MmlisBROKER/ADVISER$0$12,0422023

Related Form 5500 pages